Prospera Financial Services Inc Purchases in Q2 2025

Prospera Financial Services Inc

  • $5.11 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCI
Service Corp International

Consumer Cyclical
1.21K
+ 15.25%
$73.58 - $81.65 $89.1K - $98.9K
9.15K $744K
AADR
Advisorshares Dorsey Wright Ad

ETFs
978
+ 14.46%
$62.48 - $80.28 $61.1K - $78.5K
7.74K $611K
JPIE
J P Morgan Exchange Traded Fd
1.49K
+ 0.97%
$45.12 - $46.32 $67.1K - $68.9K
155K $7.19M
HDV
Ishares Core High Dividend ETF

ETFs
1.2K
+ 14.22%
$108.41 - $120.51 $130K - $144K
9.62K $1.13M
BTI
British American Tobacco P.L.C.

Consumer Defensive
445
+ 3.09%
$39.43 - $49.34 $17.5K - $22K
14.8K $702K
WRN
Western Copper & Gold Corp

Basic Materials
81.5K
+ 213.07%
$0.91 - $1.37 $74.2K - $112K
120K $149K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.16K
+ 24.95%
$91.43 - $91.74 $106K - $107K
5.83K $534K
KMI
Kinder Morgan, Inc.

Energy
1.03K
+ 1.2%
$25.21 - $29.4 $26K - $30.3K
87.2K $2.56M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
138
+ 1.29%
$49.85 - $64.51 $6.88K - $8.9K
10.9K $701K
VONV
Vanguard Russell 1000 Value Et

ETFs
1.11K
+ 30.83%
$73.19 - $85.21 $81.3K - $94.7K
4.72K $401K
KGC
Kinross Gold Corp

Basic Materials
3.91K
+ 28.28%
$11.79 - $15.85 $46.1K - $61.9K
17.7K $276K
HRTX
Heron Therapeutics, Inc.

Healthcare
49.7K
New
$1.72 - $2.42 $85.4K - $120K
49.7K $102K
PMO
Putnam Municipal Opportunities Trust

Financial Services
10.3K
New
$9.46 - $10.23 $97.8K - $106K
10.3K $102K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
7.16K
+ 11.27%
$6.66 - $8.12 $47.7K - $58.2K
70.7K $574K
SNAP
Snap Inc

Communication Services
11.7K
New
$7.23 - $9.21 $84.8K - $108K
11.7K $101K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
771
+ 11.87%
$58.41 - $72.69 $45K - $56K
7.27K $528K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
3.05K
+ 4.08%
$20.29 - $21.52 $61.9K - $65.7K
77.8K $1.67M
PAHC
Phibro Animal Health Corp

Healthcare
690
+ 3.59%
$16.53 - $25.66 $11.4K - $17.7K
19.9K $508K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
1.48K
+ 1.49%
$11.71 - $13.88 $17.3K - $20.5K
101K $1.4M
QUIK
Quicklogic Corp

Technology
15.7K
New
$4.43 - $6.68 $69.3K - $105K
15.7K $96K
EL
Estee Lauder Companies Inc

Consumer Defensive
518
+ 14.23%
$50.06 - $80.8 $25.9K - $41.9K
4.16K $335K
FITB
Fifth Third Bancorp

Financial Services
869
+ 2.84%
$33.32 - $41.51 $29K - $36.1K
31.4K $1.29M
WELL
Welltower Inc.

Real Estate
577
+ 5.93%
$136.49 - $155.22 $78.8K - $89.6K
10.3K $1.58M
CSM
Proshares Large Cap Core Plus

ETFs
498
+ 5.71%
$56.33 - $70.47 $28.1K - $35.1K
9.22K $649K
VKQ
Invesco Municipal Trust

Financial Services
11K
+ 73.33%
$9.02 - $9.76 $99.2K - $107K
26K $237K
IYG
Ishares Tr

ETFs
153
+ 1.47%
$68.9 - $85.6 $10.5K - $13.1K
10.6K $903K
AB
Alliancebernstein Holding L.P.

Financial Services
1.34K
+ 10.3%
$33.0 - $41.77 $44.3K - $56.1K
14.4K $586K
ING
Ing Groep Nv

Financial Services
2.77K
+ 24.21%
$16.62 - $21.98 $46K - $60.8K
14.2K $310K
BMO
Bank Of Montreal

Financial Services
348
+ 11.47%
$87.54 - $110.63 $30.5K - $38.5K
3.38K $374K
MDB
Mongo Db, Inc.

Technology
159
+ 10.55%
$145.85 - $225.38 $23.2K - $35.8K
1.67K $349K
FAST
Fastenal CO

Industrials
5.02K
+ 142.42%
$40.65 - $83.16 $204K - $417K
8.54K $358K
LNC
Lincoln National Corp

Financial Services
3.01K
+ 18.13%
$28.95 - $37.27 $87.3K - $112K
19.6K $679K
BCS
Barclays PLC

Financial Services
699
+ 3.36%
$12.69 - $18.61 $8.87K - $13K
21.5K $400K
DVA
Davita Inc.

Healthcare
779
+ 27.7%
$133.5 - $155.51 $104K - $121K
3.59K $511K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
254
+ 1.05%
$81.46 - $94.63 $20.7K - $24K
24.4K $2.31M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
1.12K
+ 31.52%
$56.84 - $65.5 $63.8K - $73.5K
4.68K $306K
EWBC
East West Bancorp Inc

Financial Services
147
+ 2.55%
$71.03 - $101.75 $10.4K - $15K
5.9K $596K
FTA
First Tr Large Cap Value

ETFs
77
+ 0.2%
$67.12 - $78.63 $5.17K - $6.05K
38K $2.98M
BST
Black Rock Science & Technology Trust

Financial Services
65
+ 0.44%
$29.62 - $38.3 $1.93K - $2.49K
14.7K $560K
BFH
Bread Financial Holdings, Inc.

Financial Services
352
+ 4.28%
$41.88 - $57.12 $14.7K - $20.1K
8.57K $489K
ABNB
Airbnb, Inc.

Consumer Cyclical
390
+ 19.05%
$105.69 - $140.64 $41.2K - $54.8K
2.44K $322K
ZTS
Zoetis Inc.

Healthcare
1.55K
+ 8.23%
$144.41 - $170.3 $223K - $263K
20.3K $3.17M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
100
+ 0.15%
$36.25 - $42.28 $3.63K - $4.23K
67.6K $2.86M
AOR
Ishares Tr Core Growth Allocat

ETFs
559
+ 5.38%
$53.36 - $61.57 $29.8K - $34.4K
11K $674K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
383
+ 5.53%
$73.0 - $85.5 $28K - $32.7K
7.31K $614K
IYR
Ishares Tr

ETFs
845
+ 14.24%
$84.48 - $96.25 $71.4K - $81.3K
6.78K $642K
OCCI
Ofs Credit Company, Inc.

Financial Services
11.8K
New
$5.64 - $6.8 $66.6K - $80.2K
11.8K $73K
ALK
Alaska Air Group, Inc.

Industrials
1.43K
+ 21.05%
$41.01 - $54.88 $58.7K - $78.6K
8.24K $407K
WES
Western Midstream Partners, LP

Energy
2.31K
+ 25.57%
$34.99 - $41.61 $80.7K - $96K
11.3K $438K
Activity Summary
Buys All Purchases 874 New Holdings 190 Increased Positions 684 Sells All Sells 389 Reductions 389 Sold out 0 Options Calls 0 Puts 0
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